It is a bit small cap for what he does. A reseller. They had a big run-up and since then has treaded water. It picked up some negative price momentum. It has a high yield. It has skinny margins so there is not a lot of room for error.

It is a bit small cap for what he does. A reseller. They had a big run-up and since then has treaded water. It picked up some negative price momentum. It has a high yield. It has skinny margins so there is not a lot of room for error.

This is a micro cap stock and the company has slim margins. It has done well. You get a lot of leverage if margins do move up. It is a bit small for him. He wants to wait for a few quarters and see if they get their margins up.

This is a micro cap stock and the company has slim margins. It has done well. You get a lot of leverage if margins do move up. It is a bit small for him. He wants to wait for a few quarters and see if they get their margins up.

It is a bit small cap for him. Reselling is a difficult business and margins are thin on large revenue. Price momentum is in the top 1% of the small cap space – it has very good price momentum, 2.6 times cash flow, higher on a price earnings multiple and a 6% yield. It is not liquid enough for him.

It is a bit small cap for him. Reselling is a difficult business and margins are thin on large revenue. Price momentum is in the top 1% of the small cap space – it has very good price momentum, 2.6 times cash flow, higher on a price earnings multiple and a 6% yield. It is not liquid enough for him.

Basically a seller of hardware equipment. A very, very low margin business, but they have a very good top line. They are going to generate $22-$23 million in cash flow, which is supportive of the dividend going forward. This has a large yield on it and he doesn’t think it gets hurt as rates go up. If they can improve margins just a little bit, they get good growth in the stock. Thinks this is undervalued.

Basically a seller of hardware equipment. A very, very low margin business, but they have a very good top line. They are going to generate $22-$23 million in cash flow, which is supportive of the dividend going forward. This has a large yield on it and he doesn’t think it gets hurt as rates go up. If they can improve margins just a little bit, they get good growth in the stock. Thinks this is undervalued.

A reseller of computer equipment. A high revenue line with very low margins. Going forward, the catalyst will be execution and improving margins over the next couple of quarters. Thinks there is some upside on this. Generates a lot of free cash flow. Dividend yield of 7.23%.

A reseller of computer equipment. A high revenue line with very low margins. Going forward, the catalyst will be execution and improving margins over the next couple of quarters. Thinks there is some upside on this. Generates a lot of free cash flow. Dividend yield of 7.23%.

Has been a really frustrating stock, because they have a nice sustainable dividend yield of 9%-10%, but management recently attempted to do a transaction which would essentially allow them to buy out the company for next to nothing from shareholders. Feels the stock is weak right now people are concerned that management is not working in the best interests of investors. He has similar concerns. There is a dark cloud hanging over the management team. Thinks there will be some resolution on this. Just raised their dividend again and the payout ratio is low, so there is no dividend cut coming.

Has been a really frustrating stock, because they have a nice sustainable dividend yield of 9%-10%, but management recently attempted to do a transaction which would essentially allow them to buy out the company for next to nothing from shareholders. Feels the stock is weak right now people are concerned that management is not working in the best interests of investors. He has similar concerns. There is a dark cloud hanging over the management team. Thinks there will be some resolution on this. Just raised their dividend again and the payout ratio is low, so there is no dividend cut coming.

Had this is a Top Pick in May at $0.50. It is up a little, but through a really crappy market. Probably has been a pretty good relative outperformer. Trading at 3 or 4 times cash earnings, so it is really cheap. There are rumours that it is going to get taken out. If the valuation doesn’t get higher, it will get taken out either by management or some private equity guys. Really inexpensive and he suspects that within the next 6-12 months something will happen.

Had this is a Top Pick in May at $0.50. It is up a little, but through a really crappy market. Probably has been a pretty good relative outperformer. Trading at 3 or 4 times cash earnings, so it is really cheap. There are rumours that it is going to get taken out. If the valuation doesn’t get higher, it will get taken out either by management or some private equity guys. Really inexpensive and he suspects that within the next 6-12 months something will happen.

It has been on quite a run. An analyst came out with a buy recommendation. They have very thin margins. Their valuation is not bad. Small streamlining in costs can make a lot of difference to their business. He would like to see a small improvement in margin. He has a starting position.

It has been on quite a run. An analyst came out with a buy recommendation. They have very thin margins. Their valuation is not bad. Small streamlining in costs can make a lot of difference to their business. He would like to see a small improvement in margin. He has a starting position.

This is a value added reseller of software. What makes it interesting is that John Sculley, the former CEO of Apple, is the chairman, but not a passive one. Haven’t done a lot of marketing in Canada, but believes they are going to do a lot of marketing in June-July. Trading at 7X 2015 earnings, and maybe 4X 2016 earnings. Don’t bet the farm on this, but it is worth a few bucks. He could see it at $1.00 in a year’s time.

This is a value added reseller of software. What makes it interesting is that John Sculley, the former CEO of Apple, is the chairman, but not a passive one. Haven’t done a lot of marketing in Canada, but believes they are going to do a lot of marketing in June-July. Trading at 7X 2015 earnings, and maybe 4X 2016 earnings. Don’t bet the farm on this, but it is worth a few bucks. He could see it at $1.00 in a year’s time.

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